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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-07 |
| CA | RA | APPROVED | 2023-07-11 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gilroy | CA | 01/2020 | 05/2022 |
| Bank Of America, N.A. | Gilroy | CA | 01/2020 | 05/2023 |
| Check 'n Go | San Jose | CA | 05/2017 | 12/2019 |
| Trader Joe's | Morgan Hill | CA | 03/2014 | 11/2018 |
| Morgan Stanley | Menlo Park | CA | 07/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-08 |
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